Mutual Fund Return
Mutual Fund Return takes a start value, an end value and a holding period and reports absolute gain plus CAGR — the constant annual rate that would have produced that end value.
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How the Mutual Fund Return works
Mutual Fund Return takes a start value, an end value and a holding period and reports absolute gain plus CAGR — the constant annual rate that would have produced that end value.
Formula / method. Absolute return = (End − Start) / Start. CAGR = (End / Start)^(1/t) − 1, with t in years.
When to use it. Use it on two NAVs or two folio values when there were no extra purchases or redemptions in between. If there were, XIRR is the honest number.
How to run a comparison
- Open Mutual Fund Return from Home search, the Finance Studio hub, or this URL.
- Copy amounts, rates or dates from a document you already have — not a round marketing figure.
- Read the headline result and any breakdown (schedule, slabs, or intermediate rows).
- Change one input at a time so you can see what actually moves the answer.
- Cross-check with a related calculator below, then confirm statutory rates before you act.
Nothing you type is uploaded for server-side processing. Save or screenshot an output if you need it later; we do not keep a server-side history.
Notes and assumptions
No interim cash flows. Dividends reinvested only if you already included them in the end value.
Results are estimates for education and planning only. They are not financial, tax, medical, or legal advice. Slabs, scheme rates and product terms change; verify against official notifications or a qualified professional before acting.
Related calculators in Finance Studio
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- Lumpsum Calculator — Calculate future wealth from one-time investments.
- Step-Up SIP Calculator — See growth with annual percentage SIP top-ups.
- SWP Calculator — Plan regular monthly income from mutual fund corpus.
- Lumpsum + SIP — Combine initial capital with monthly SIP growth.
- Fund Fees Calculator — See how expense ratio fees erode SIP + lumpsum wealth over decades.
Browse the full Finance Studio hub or return to the Calculator Universe home catalog for every tool.
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